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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

205 hedge funds and large institutions have $444M invested in iShares MSCI KLD 400 Social ETF in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 49 reducing their positions, and 5 closing their positions.

Holders
205
Holders Change
+13
Holders Change %
+6.77%
% of All Funds
4.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
20
Increased
69
Reduced
49
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Cornerstone Wealth Management
Missouri
$6.21M
2
Betterment LLC
2
Betterment LLC
New York
$38.1M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$40.1M
4
UBS Group
4
UBS Group
Switzerland
$33M
5
Wells Fargo
5
Wells Fargo
California
$12.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$10M
3
SDWMA
3
Schneider Downs Wealth Management Advisors
Pennsylvania
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.96M
5
BC
5
Brinker Capital
Pennsylvania
$1.41M
Name Market Value Shares Shares
Change 		Shares
Change %
LGWM
26
Litman Gregory Wealth Management
California
$2.74M 27,116 -692 -2%
CCM
27
Cribstone Capital Management
Maine
$2.73M 27,086 +2,323 +9%
PCA
28
Personal Capital Advisors
California
$2.26M 22,421 +19,143 +584%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$2.24M 22,890 – –
Chevy Chase Trust
30
Chevy Chase Trust
Maryland
$2.22M 22,000 – –
BP
31
Ballentine Partners
Massachusetts
$2.12M 20,951 -208 -1%
JFGIW
32
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.98M 19,645 -402 -2%
SFP
33
Shepherd Financial Partners
Massachusetts
$1.93M 19,082 +6,324 +50%
TAM
34
Trillium Asset Management
Massachusetts
$1.89M 18,756 -1,362 -7%
TRCT
35
Tower Research Capital (TRC)
New York
$1.84M 18,192 +12,362 +212%
HighTower Advisors
36
HighTower Advisors
Illinois
$1.83M 18,165 +1,853 +11%
DWM
37
Destination Wealth Management
California
$1.82M 18,017 +12,484 +226%
RC
38
RegentAtlantic Capital
New Jersey
$1.79M 17,705 +22 +0.1%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$1.79M 17,689 +4,578 +35%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$1.74M 17,226 – –
JMFC
41
J.M. Forbes & Co
Massachusetts
$1.62M 16,036 +6,146 +62%
EWM
42
Evercore Wealth Management
New York
$1.6M 15,883 – –
MCM
43
Manchester Capital Management
Vermont
$1.57M 15,540 – –
ECM
44
ETrade Capital Management
Virginia
$1.52M 15,064 +5,464 +57%
BC
45
Brinker Capital
Pennsylvania
$1.41M 13,960 -2,999 -18%
Creative Planning
46
Creative Planning
Kansas
$1.36M 13,468 -1,016 -7%
SBL
47
Sargent Bickham Lagudis
Colorado
$1.35M 13,410 -386 -3%
BDF
48
Balasa Dinverno & Foltz
$1.32M 13,113 – –
BCI
49
Brinker Capital Investments
Pennsylvania
$1.29M 12,785 +198 +2%
WCM
50
Wealthcare Capital Management
Virginia
$1.29M 12,754 +1,247 +11%
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